Yooz
47 Case Studies
A Yooz Case Study
Higginbotham, a top 20 U.S. independent insurance brokerage and financial services firm, was struggling with a manual, paper-based vendor payables process that could not keep up with its rapid growth and frequent acquisitions. With 3,800 employees across 140 offices, the company needed a better way to centralize approvals, improve control, and keep payments moving efficiently. Yooz provided the AP automation solution used to address these challenges.
Higginbotham implemented Yooz with seamless integration to Sage Intacct, using its cloud-based AP automation, centralized email capture, AI-powered invoice recognition, and automated approval workflows. The result was a major efficiency gain: vendor payables became one of the accounting team’s strongest areas, manual tasks were reduced, one team member was reallocated, and invoice volume scaled from 1,000 to 2,800 per month across 150+ locations with smoother acquisition onboarding.
Tony Haas
Chief Accounting Officer